risk analysis

This seminar  builds on your existing financial modeling skills and teaches you  how to model the three major financial statements (balance sheet, income statement and cash flow statement) based on the globally recognized best practice financial modeling methodologies. Learn how to build more flexible and standardised models and better analyze financial data.

Develop a full scale model and learn how to model all respective items (assets, debt, depreciation etc). In addition, through the hands-on training approach you will learn how to perform sensitivity analysis, build alternative scenarios and tackle issues like inflation, escalation, corkscrews,error checking etc.

Financial Modeling skills are essential to professionals in the corporate, business modeling, banking, treasury, financial advisory, government and infrastructure sectors and it is critical to learn to apply those skills in a standardised manner. Even if you are an experienced modeller, through this seminar you will get to learn the advantages of applying to your everyday modeling task industry accepted best practices.

You will discover a range of sophisticated techniques that will improve the usability and reliability of your financial models. It would be a valuable opportunity to capitalize on the trainer’s well rounded experience and in-depth knowledge of the topics.

Seminar Objectives

As a result of taking this course, you should be able to:

1. Streamline model building by applying the best practices

2. Incorporate risk and uncertainty by creating scenarios and performing advanced sensitivity analysis.

3. Use advanced Excel formulas and scenario modeling techniques.

4. Minimize manual tasks and automate them by building macros into your models

5. Enhance model structure for more accurate analysis and forecasting and minimization of errors.

Course topics include:

1. a review of   logical statements, Text Functions, use of Range Names, Lookup Functions, Scenarios/sensitivity analysis using Data Tables,  Goal Seek, core Financial Functions and

2. mastering of Conditional functions , Conditional Formatting, how to Import Data into Excel , From a Text or Word File ,  The Spreadsheet Model development Process , Auditing , Error Checking.

Prerequisites

The seminar is designed for users who are competent in Excel and want to master their financial modeling skills and learn how to apply the industry best practices. It is assumed that participants have a very good knowledge of the core functionalities of Excel and use advanced spreadsheet tools and functions on a regular basis.

Instructor

Mr. Dimitris Leimonis

Application – Software Used

Participants are required to bring their own laptops and have installed Excel 2007 or 2010, Word, Adobe Acrobat Reader and PowerPoint. Mac users need Excel 2011 for the spreadsheet part and can use the respective applications for opening word documents, presentations and pdf files.

Who Should Attend

Financial Analysts, Accountants, Finance Managers, Consultants, Valuation & Budgeting Professionals, Investors, Business Students wishing to develop modeling skills.

Instructor – Short Bio

Mr. Dimitris Leimonis has more than 22 years of experience in a wide range of roles in investment management, banking, and professional financial training industry. Dimitris has extensive knowledge of the financial industry, with both practical and analytical experience, which makes him a very successful financial modeling expert. He has built, developed and used financial models to analyse risk, test scenarios, forecast results and optimize business and finance variables.

While working for a major asset management firm in SE Europe, Dimitris acquired extensive investment experience by managing a range of mutual funds and affluent client’s portfolios. He has worked as a mutual fund manager, managing money market, bond and equity mutual funds with AUM around €2billion. He has strong quantitative and analytical skills with an ability to understand complex financial structures and his a passionate financial trainer of advanced finance topics, like Financial Modeling, Portfolio Management, Derivatives, & Fixed Income.

Dimitris started his academic studies in Banking & Finance and continued with post-graduate studies with a Master of Business Administration (MBA) from Lebow College of Business – Drexel University, specializing in Management Information Systems and Investment Management.  He has extensive corporate training experience and key involvement in the development of the training program of one of Greece’s largest financial institutions.

Certified by the Hellenic Capital Markets Commission as Portfolio Manager and Investment Consultant.

Specialties/ Key Skills: Financial Modeling, Risk Analysis, Mutual Funds, ETFs, Portfolio Management, Asset Allocation, Financial Analysis, Business Analysis, Financial Education and Training

Mr. Leimonis’ Linkedin Profile

This seminar builds on your existing financial modeling skills and deals with more sophisticated topics so that participants can use those techniques to better analyze financial data, master their sensitivity analysis and risk modeling skills.

By identifying the factors that could cause variability in a model’s output, users will be able to estimate their likelihood and impact and optimize the decision process. The course is focused on the use of financial modeling in corporate situations like project appraisal, cost of capital estimation and company valuation.

Course Objectives

As a result of taking this course, you should be able to:

1. Streamline model building by applying best practices.

2. Incorporate risk and uncertainty by creating scenarios and performing advanced sensitivity analysis.

3. Use advanced Excel formulas and scenario modeling techniques.

4. Minimize manual tasks and automate them by building macros into your models

5. Enhance model structure for more accurate analysis and forecasting and minimization of errors.

Course topics include:

1. a review of   logical statements, Text Functions, use of Range Names, Lookup Functions, Scenarios/sensitivity analysis using Data Tables,  Goal Seek, core Financial Functions and

2. mastering of Conditional functions , how to Remove Duplicates ,  Pivot Tables & Charts , Conditional Formatting, how to Import Data into Excel , From a Text or Word File , Using Web Queries to Import Data From the Web , The Spreadsheet Model development Process , Auditing , Error Trapping, Excel Solver tool , how to use excel to Solve Optimization Problems, use of Monte Carlo Simulation.

Prerequisites

The seminar is designed for users who are competent in Excel and want to master their financial modeling skills. It is assumed that participants have a very good knowledge of the core functionalities of Excel and use advanced spreadsheet tools and functions on a regular basis.

Instructor

Mr. Dimitris Leimonis

Application – Software Used

Participants are required to bring their own laptops and have installed Excel 2007 or 2010, Word, Adobe Acrobat Reader and PowerPoint. Mac users need Excel 2011 for the spreadsheet part and can use the respective applications for opening word documents, presentations and pdf files.

Who Should Attend

Financial Analysts, Accountants, Finance Managers, Consultants, Valuation & Budgeting Professionals, Investors, Business Students wishing to develop modeling skills.

Locations / Venues

Our courses in Athens are held in our Training Center at Chalandri while when we run them in other cities (Thessaloniki) are held in centrally located hotels. Registration fees include morning cofee/tea and refreshments. Detailed venue descriptions, times and logistics are included in the material we send after your register for the course.

Instructor – Short Bio

Mr. Dimitris Leimonis has more than 18 years of experience in a wide range of roles in investment management, banking, and professional financial training industry. Dimitris has extensive knowledge of the financial industry, with both practical and analytical experience, which makes him a very successful financial modeling expert. He has built, developed and used financial models to analyse risk, test scenarios, forecast results and optimize business and finance variables.

While working for a major asset management firm in SE Europe, Dimitris acquired extensive investment experience by managing a range of mutual funds and affluent client’s portfolios. He has worked as a mutual fund manager, managing money market, bond and equity mutual funds with AUM around €2billion. He has strong quantitative and analytical skills with an ability to understand complex financial structures and his a passionate financial trainer of advanced finance topics, like Financial Modeling, Portfolio Management, Derivatives, & Fixed Income.

Dimitris started his academic studies in Banking & Finance and continued with post-graduate studies with a Master of Business Administration (MBA) from Lebow College of Business – Drexel University, specializing in Management Information Systems and Investment Management.  He has extensive corporate training experience and key involvement in the development of the training program of one of Greece’s largest financial institutions.

Certified by the Hellenic Capital Markets Commission as Portfolio Manager and Investment Consultant.

Specialties/ Key Skills: Financial Modeling, Risk Analysis, Mutual Funds, ETFs, Portfolio Management, Asset Allocation, Financial Analysis, Business Analysis, Financial Education and Training

Mr. Leimonis’ Linkedin Profile